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Salesforce Business Analyst Resume

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SUMMARY:

  • 7 years of IT experience including 4 years in Salesforce.com Business Analysis, Systems Administration and Quality Assurance
  • Salesforce.com certified administrator
  • Comprehensive experience in all stages of the Software Development Life Cycle (SDLC) in both Agile and Waterfall models
  • Expertise in Requirements Gathering, Analysis, Project Documentation, and acting as liaison between business and technical teams
  • Proficient in creating Business Requirement Documents (BRD), Functional Specification Documents (FSD), Use Case Diagrams, Sequence Diagrams and Activity Diagrams prototypes, wireframes, and storyboards
  • Experience working with global cross functional teams and coordinating with SME’s and stakeholders (Onsite - Offshore model)
  • Hands on experience in conducting Joint Application Development (JAD) sessions with end-users, SMEs, Developers, QAs and other stakeholders for project meetings, walkthroughs and customer interviews
  • Experience in analyzing CRM business processes including Forecasting, Campaign management, Lead Management, Role Hierarchy, Territory Management, Order Management, Account Management, Case Management
  • Proficient in creating Roles, Profiles, Page Layouts, Record Type, and Assignment rule, Workflow Alerts and Actions, Reports, Dashboards, Outbound messaging, and Approval Workflows
  • Proficient in designing of Custom objects, Custom components, Custom fields, Role based page layouts, Custom Tabs & Custom Application
  • Strong exposure to Security and sharing rules implementation at object, field, and record levels

TECHNICAL SKILLS:

Salesforce.com: Standard /Custom Objects, Workflows & Approvals, Apex Classes /Controllers, Apex Triggers, Visual force Pages, Data Loader, Reports, and Dashboards

Languages: Apex and Visual force (SalesForce), SOQL, SOSL,HTML

Databases: SQL Server 2005/2008, MS Access, Oracle9i, Oracle 10g

Microsoft Tools: Office, Excel, PowerPoint, Project, Visio

PROFESSIONAL EXPERIENCE:

Confidential

Salesforce Business Analyst

Responsibilities:

  • Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
  • Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Opportunities, and Custom Objects etc.
  • Worked on different applications like Sales, Call center, Marketing etc.
  • Involved in creating and customizing Email template and configuring them to the email alert within the workflow rule for a standard/custom object
  • Created Custom Objects, Triggers, Controllers, Visual force pages, Custom Settings, Validation Rules in SalesForce
  • Created Custom reports, dashboards, approval process, workflow rules etc. in SalesForce
  • Worked on Install Base changes for tracking subscription Auto Renewals.
  • Performed UAT

Confidential, St. Louis, Missouri

SalesForce Business Analyst / Admin

Responsibilities:

  • Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization
  • Worked with various salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards
  • Implemented various custom configurations like Pick list, Custom Formula Fields, Validation Rules, Workflows, Field Dependencies and Approval process for automated alerts, field updates and email generation according to the requirements
  • Creating and managing profiles, roles, visibility settings
  • Developed various Custom Objects, Tabs and Components
  • Responsible in customization of sales cloud and service cloud
  • Developed and configured various Custom Reports and Report Folders for different user profiles based on the needs in the organization
  • Worked with ETL team to Integrate Data from SAP to Salesforce Custom App.
  • Used the sandbox environment for testing and assisted in deploying to production after testing

Confidential

SalesForce Business Analyst / Admin

Responsibilities:

  • Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization
  • Worked with various salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards
  • Developed various Custom Objects, Tabs, Components and Visual Force Pages and Controllers
  • Responsible in customization of service cloud
  • Developed and configured various Custom Reports and Report Folders for different user profiles based on the needs in the organization
  • Worked in HP Quality Center to log defects and track defects

Confidential

SalesForce Business Analyst / Admin

Responsibilities:

  • Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
  • Worked with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Dashboards (Data Analytics)
  • Worked on Standard objects such as Leads, Opportunities, Accounts, Contacts associated with Sales Cloud
  • Assisted the team in organizing information and navigation mechanisms for use with developing information architecture
  • Created page layouts, validation rules, email templates, workflows, approval processes and lead assignment rules as per the Business requirements
  • Created search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages
  • Creating and managing profiles, roles, visibility settings
  • Performed user acceptance testing by conducting and leading Surveys

Confidential

SalesForce Business Analyst

Responsibilities:

  • Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals
  • Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured sharing settings
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports
  • Created the workflows for automated lead routing, lead escalation and email alerts
  • Work closely with prospects/clients to identify technical requirements and technical infrastructure for CRM based enterprise solutions
  • Worked as enhancement team member and performed the roles of Salesforce.com Administrator in the organization
  • Involved in the maintenance of the previous versions of the product by addressing bugs and client issues
  • Created unit test cases and coordinated change requests to drive the business requirements during Integration and Testing stages
  • Customized page layouts for Opportunity, Contacts, and Accounts depending upon user roles, and groups
  • Configured various Reports and Report Folders for different user profiles based on the need in the organization

Confidential

SalesForce Administrator

Responsibilities:

  • Worked with various Salesforce.com objects like Accounts, Contacts, Leads, cases, Assets, Custom Objects etc.
  • Worked on different applications like Sales, Call center, Marketing etc.
  • Configured Account and Contact Management Process
  • Involved in creating and customizing Email template and configuring them to the email alert within the workflow rule for a standard/custom object
  • Created Custom Objects, Triggers, Controllers, Visual force pages, Custom Settings, Validation Rules, Reports, dashboards etc. in SalesForce
  • Created Custom reports, dashboards, approval process, workflow rules etc. in SalesForce
  • Imported data using importing tools like SalesForce Data Loader and import wizard
  • Used Data Loader for insert, update, and bulk import or export of data from Sales force Objects
  • Used it to read, extract, and load data from comma separated values (CSV) files

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